Wealth Manager
    SEC Registered
    Manages Private Funds

    Match Grade Advisors

    Registered investment advisor · Greenville, South Carolina · CRD #299181

    Assets Under Management
    $479M
    Client Accounts
    372
    Employees
    8
    CRD Number
    299181
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Match Grade Advisors

    Match Grade Advisors offers investment management, education, plan design, and fiduciary services. Founded in 2018, it focuses on corporate retirement plans and holistic financial planning. The firm emphasizes precision and personalized service.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Match Grade Advisors

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    Frequently Asked Questions

    What is Match Grade Advisors's AUM?

    Match Grade Advisors reports approximately $479M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Match Grade Advisors headquartered?

    Match Grade Advisors is headquartered in Greenville, South Carolina.

    What is Match Grade Advisors's CRD number?

    Match Grade Advisors's CRD number is 299181. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Match Grade Advisors manage?

    Match Grade Advisors manages approximately 372 client accounts according to its latest SEC filing.

    Is Match Grade Advisors SEC registered?

    Yes, Match Grade Advisors is registered with the SEC as an investment adviser with an approved registration status.

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